RCWM

Royal Capital Wealth Management Portfolio holdings

AUM $163M
1-Year Est. Return 22.25%
This Quarter Est. Return
1 Year Est. Return
+22.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$63K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$224K
3
+$213K
4
IBM icon
IBM
IBM
+$210K
5
NTES icon
NetEase
NTES
+$206K

Top Sells

1
+$415K
2
+$364K
3
+$209K
4
DOV icon
Dover
DOV
+$205K
5
MSFT icon
Microsoft
MSFT
+$201K

Sector Composition

1 Financials 28.87%
2 Technology 16.54%
3 Healthcare 8.32%
4 Consumer Discretionary 6.04%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 12.34%
31,471
+133
2
$11.1M 7.75%
20,181
+25
3
$9.85M 6.91%
18,503
+57
4
$7.65M 5.36%
20,372
-536
5
$6.07M 4.25%
17,319
+23
6
$5.96M 4.17%
54,967
+1,050
7
$5.38M 3.77%
21,938
+55
8
$5.32M 3.73%
23,941
-115
9
$4.25M 2.98%
22,346
10
$4.18M 2.93%
8,906
+13
11
$4.15M 2.91%
26,825
+28
12
$3.37M 2.36%
6,430
+12
13
$3.09M 2.17%
26,020
+19
14
$3M 2.1%
3,634
15
$2.6M 1.82%
25,399
16
$2.46M 1.73%
17,633
+12
17
$2.4M 1.68%
+3
18
$2.19M 1.53%
13,987
+1
19
$2.11M 1.48%
40,285
+58
20
$2.02M 1.41%
6,461
-1,330
21
$2.02M 1.41%
9,622
+12
22
$1.98M 1.39%
22,566
+972
23
$1.69M 1.19%
5,537
24
$1.4M 0.98%
5,296
+147
25
$1.38M 0.96%
8,296
-72
1
2 3 4